Martin Massy is a registered investment advisor at Morgan Stanley, based in Purchase, NY, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2000 Westchester Avenue, 1Nc, Purchase, NY, 10577
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2024 - Present · 1 yr 8 mos
Morgan StanleyBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
October 2018 - September 2024 · 5 yrs 11 mos
UBS Securities LLCBroker
September 2013 - November 2020 · 7 yrs 2 mos
UBS Financial Services INC.
February 2008 - September 2018 · 10 yrs 7 mos
UBS Financial Services INC.Broker
August 2004 - September 2024 · 20 yrs 1 mo
Morgan Stanley Dw INC.Broker
March 1999 - August 2004 · 5 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - February 1999 · 9 mos
Dean Witter Reynolds INC.Broker
August 1997 - February 1998 · 6 mos
Smith Barney INC.Broker
March 1997 - July 1997 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.